Forms AEOI

This page contains the forms for applying for exemption/refund of foreign withholding tax in accordance with Article 9 of the Agreement on the Automatic Exchange of Financial Accounts with the European Union (SR 0.641.926.81).

• E_9§1/CH-UE generic

  Claim for exemption/refund of the foreign tax at source on dividends according to 9 § 1 of the Agreement on the automatic exchange of financial account No papier forms available Applicable on dividends paid on or after 01.01.2017

  PDF73.18 kB30 October 2023

• E_9§1/CH-UE Italia

  Domanda di esonero/rimborso dell'imposta italiana sugli dividendi ai sensi dell'articolo 9 § 2 dell'Accordo sullo scambio automatico d’informazioni finanziarie No paper forms available Applicable for dividends paid on or after 01.01.2017

  PDF138.73 kB30 October 2023

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• E_9§2/CH-UE generic

  Claim for exemption/refund of the foreign tax at source on interest and royalties according to 9 § 2 of the Agreement on the automatic exchange of financial account No paper forms available Applicable for interest/royalties paid on or after 01.01.2017

  PDF144.14 kB30 October 2023

• E_9§2/CH-UE Italia

  Domanda di esonero/rimborso dell'imposta italiana sugli interessi/canoni ai sensi dell'articolo 9 § 2 dell'Accordo sullo scambio automatico d’informazioni finanziarie No paper forms available Applicable for interest/royalties paid on or after 01.01.2017

  PDF139.40 kB30 October 2023

Contact

Contact form (German)

Federal Tax Administration FTA
Division for Exchange of Information in Tax Matters
Team AEOI
Eigerstrasse 65
3003 Berne